B[Three departments issued a document: Accurately carry out safety accident prevention services] October 16th, according to the press conference held by the Ministry of Emergency Management today (16th), the Ministry of Emergency Management, together with the State Administration of Financial Supervision and the State Administration of Mine Safety, recently jointly issued the "Notice on Precisely Carrying out Safety Insurance Accident Prevention Services in 2026 to Help Enterprises in Key High-risk Industries Improve Safety Production Management Levels." The "Notice" focuses on key high-risk industries such as mining, hazardous chemicals, fireworks, and metal smelting, and makes detailed arrangements for safety accident prevention services in terms of full coverage, precise services, evaluation mechanisms, insurance expansion, and publicity and promotion.
In the next step, five main measures will be taken: First, pay close attention to the implementation of budget targets, resolutely make good use of budget funds, strictly investigate violations, achieve the budget target of 20% in three years, and ensure that actual expenditures at the end of the year reach at least 10%. Second, by continuously improving the organizational system and optimizing service methods, precise preventive services can assist enterprises in production safety. The third is to continue to deepen the construction of information systems, accelerate the upgrading and transformation of provincial systems, strengthen online monitoring functions, and comprehensively improve data accuracy. The fourth is to further improve the construction of systems and mechanisms and establish a set of scientific and effective guarantee systems and operating mechanisms around key links. The fifth is to carry out the "combination boxing" of assessment guidance and typical demonstration. On the one hand, the role of the assessment baton should be strengthened; on the other hand, the demonstration and driving effect should be exerted, a positive incentive bonus point mechanism should be established, and localities should be guided to continuously innovate in the organization of accident prevention services. A[Selected key performance announcements of A-share listed companies after the market opening] October 15th. According to incomplete statistics, as of press time, after-market sales include Haiguang Information, Shennan Circuit, Muxi, Longsys, Guangxun Technology, CICC Gold, Sugon, Han's CNC, Ganfeng Lithium, A number of A-share listed companies, including Rockchip, Han's Laser, Optical Library Technology, Hengyi Petrochemical, Fudan Microelectronics, Tongkun, Ruichuang Micronano, Huafon Chemical, Everview Lithium Energy, Shenghe Resources, and Feilihua, have released performance forecasts or reports for the first three quarters/third quarter of 2026. Among them, Haiguang Information announced that its net profit in the first three quarters increased by 38%-52% year-on-year. Longsys announced that its net profit in the first three quarters increased by 1865%-1991% year-on-year. B[Main Fund Monitoring: Xinyi Sheng’s net sales exceeded 1.2 billion] October 15th, the market tracking data showed that in early trading today, the main funds had a net inflow into the pharmaceutical, chemical and pharmaceutical, food and beverage industries and other sectors, and a net outflow from the electronics, semiconductor, communications and other sectors, of which the electronic sector had a net outflow of over 9.1 billion yuan. In terms of individual stocks, N Lianya ranked first with net purchases of more than 400 million yuan by main funds, Huanrui Century, Kweichow Moutai, and Shanghai Electric Co., Ltd. ranked first in net inflows of main funds; Xinyi Sheng suffered net sales of more than 1.2 billion yuan, and Zhongji InnoLight, Changxin Technology, and Cambrian ranked first in net outflows of funds. A[Selected key performance announcements of A-share listed companies after the market opening] October 14th. According to incomplete statistics, as of press time, after-market sales include Shanghai Electric Co., Ltd., Rongsheng Petrochemical, Deye Co., Ltd., Satellite Chemical, Unisoc Group, Telford Technology, Chongtak Technology, Jiayuan Technology, Oriental Many A-share listed companies, including Zirconium Industry, Jinlu Electronics, Yuanda Holdings, Huakai Yibai, Huatong Cable, Lesai Intelligent, Shenzhen Huaqiang, Songlin Technology, Shida Shenghua, Sinopharm Modern, and Linglong Tire, have released performance forecasts for the first three quarters/third quarter of 2026. Among them, Shanghai Electric Co., Ltd. announced that its net profit in the first three quarters increased by 101%-110% year-on-year. Rongsheng Petrochemical announced that its net profit in the first three quarters increased by 778%-823% year-on-year. B[General Administration of Customs: China’s ship exports exceeded 350 billion yuan in the first three quarters Growth of 24.6%] On October 14th, Wang Jun, spokesman and deputy director of the General Administration of Customs, said at a press conference of the State Council Information Office that in the first three quarters, China’s ship exports exceeded 350 billion yuan, an increase of 24.6%. Among them, 300,000-ton oil tankers, large liquefied petroleum gas ships and liquefied natural gas ships have all achieved exponential growth. Green fuel ships such as methanol and ammonia have continued to iteratively upgrade, adding "oil" and "gas" to global energy transportation. The industrial robot industry has accelerated digital intelligence empowerment, exporting nearly 10 billion yuan, an increase of 16.9%, assisting the transformation and upgrading of the manufacturing industries of trading partners. Exports of electronic components increased by 70%, and electrical equipment such as wires and cables increased by 25.3%, providing a strong "core" and "pulse" for the development of global AI computing power and power infrastructure. Amid the unstable situation in the Middle East and the tight supply of global energy and chemical raw materials, in the first three quarters, China's exports of basic organic chemicals increased by 24.4%, and primary-form plastics increased by 32.2%, adding "liquid" and "material" to the production of various countries. B[The U.S. ITC issued a final ruling on Part 337 of systems, equipment, software, compositions, chemicals, and laboratory supplies used to study proteins] October 14th, according to the China Trade Remedy Information Network, on October 13, 2026, the U.S. International Trade Commission (ITC) issued an announcement stating that certain systems, devices, software, compositions, chemicals, and laboratory supplies for studying proteins (Certain Systems, Devices, Software, Compositions, Chemicals, and Laboratory Supplies for Studying Proteins, investigation number: 337-TA-1508) made a final ruling in Part 337: The preliminary ruling (No. 7) made by the administrative judge in this case on September 16, 2026 will not be reviewed, that is, the only named defendant is Zhejiang Nanomics Biotechnology Co., Ltd., of Hangzhou, China. China Luomi Life Technology is an absentee defendant, and the recommended relief measures are general exclusion orders and injunctions; both parties to the case, relevant government agencies and individuals can submit opinions on the proposed relief measures, public interests and deposits, etc., mainly considering public health and welfare, competitive conditions in the U.S. economy, U.S.-produced products that are similar or directly competitive with the products under investigation, and U.S. consumers. Written materials should be no more than 15 pages and submitted no later than October 30, 2026. B[National Bureau of Statistics: The accelerated development of artificial intelligence, computing and computing collaboration and other fields has led to increased demand and price increases in some industries] On October 14th, Dong Lijuan, chief statistician of the Urban Department of the National Bureau of Statistics, interpreted the CPI and PPI data for September 2026. From a month-on-month basis, the national PPI increased by 1.2%, and the increase increased by 0.8 percentage points from the previous month. The main characteristics of this month's PPI month-on-month operation are: First, the rise in international crude oil and non-ferrous metal prices has driven up prices in related domestic industries. The prices of petroleum extraction, refined petroleum product manufacturing, and organic chemical raw material manufacturing increased by 14.5%, 7.4%, and 5.4% respectively. The prices of non-ferrous metal mining and processing industries, and non-ferrous metal smelting and rolling processing industries increased by 1.6% and 1.5% respectively. The five industries together affected the PPI to rise by approximately 0.63 percentage points month-on-month. Second, changes in supply and demand in some energy and raw material industries have driven up prices. Affected by factors such as the increased demand for coal for heating in winter, the periodic tightness of supply in main mining areas, and the expected effect of rising international coal prices, prices in the coal mining and washing industry and coal processing increased by 9.5% and 13.6% respectively;
Demand for construction materials such as steel and cement has rebounded. Coupled with rising raw material costs, prices in the non-metallic mineral products industry have increased by 0.3% after falling for seven consecutive months. Prices in the ferrous metal smelting and rolling processing industry have increased by 0.2%. The four industries have collectively affected the PPI to rise by approximately 0.38 percentage points month-on-month. Third, the accelerated development of artificial intelligence, computing and computer collaboration and other fields has led to increased demand and rising prices in some industries. The prices of electrical machinery and equipment manufacturing, computer communications and other electronic equipment manufacturing all increased by 0.4%, and the two industries together affected the PPI to rise by about 0.07 percentage points month-on-month. B[Main Fund Monitoring: Net outflows from the electronics and new industry exceed 4.8 billion] On October 13, the market tracking data showed that today's main funds had a net inflow into the national defense and military industry, machinery and equipment, culture and media and other sectors, and a net outflow from the electronics and new industry, medicine, semiconductor and other sectors, of which the electronic and new industry had a net outflow of 4.806 billion yuan. In terms of individual stocks, N Yuexin-U ranked first with a net purchase of 2.008 billion yuan, Tianfu Communications, China State Shipbuilding, and Tianyu Digital ranked first in net inflows of main funds; Ningde Times ranked first in net sales of 566 million yuan, and Xinyi Sheng, Youyan New Materials, and Wanhua Chemical ranked first in net outflows of main funds. B[Partial changes in the concept of lithography machines, Kemet Gas's straight daily limit] On October 13th, there was a partial change in the concept of lithography machines, and Kemet Gas's straight daily limit, followed by Lanying Equipment, Colorful Chemical, Walter Gas, Xinlai Ying Materials, Yanggu Huatai, etc. On the news, according to Korean media reports, ASML will increase the price of replacement parts supplied to South Korea by 10%, covering all parts of extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography equipment, effective from January next year. B[Dow launches VOLTRICELL battery material platform for next-generation battery technology] On October 12, Dow announced the launch of VOLTRICELL battery material platform, which aims to optimize the battery manufacturing process and improve battery performance. It is suitable for existing batteries as well as emerging technologies such as sodium-ion batteries, silicon anode batteries, and solid-state batteries. The platform integrates binders, dispersants, rheology modifiers, surfactants and specialty additives, covering applications such as electrodes, separators, coatings and cell packaging. Dow said this is the company's first materials platform specifically designed to support the electrochemical performance inside the cell. In addition, the company will also display related materials for battery fire protection at the 2026 North American Battery Show. A[The "Double Entrepreneurship and Innovation Index" recorded its largest decline in a single quarter in the third quarter! Electronics and communications rank among the top two in the industry decline list] September 30th, September 30th, the A-share market in the third quarter officially came to an end. As of today's close, the GEM Index and the Science and Technology Innovation 50 Index fell 27.8% and 30.7% respectively this quarter (from July to September), both setting the largest single-quarter declines in their respective histories, and also significantly underperforming other major market indexes. From an industry perspective, the electronics and communications sectors led the decline in the third quarter, with declines of 32.6% and 28.7% respectively. The building materials, power equipment, and mechanical equipment sectors also performed poorly. Breaking down the secondary sectors, fiberglass, electronic chemicals, non-metallic materials, energy metals, and semiconductors ranked among the top five in terms of decline, while real estate, services, medical services, education, fishery, and plantation sectors saw the largest increases in the third quarter.
— All loaded —
